Strategic Planning

Sharon Schnelle, Presenter

Sponsored through
Goals of Training
Participants will understand
 The basics of strategic planning
 How to develop good vision and mission statements
for your organization
 The basics of logic model planning
 Identifying strengths, weaknesses, opportunities
and threats (barriers) of your organization
Training Agenda
 Welcome & Introduction
 Basic Housekeeping information
 Strategic Planning process Skills
 Vision and Mission process Skills
 SWOT process Skills
 Logic Modeling process Skills
 Practicing the Skills
Strategic Planning –
What is this?
 The “big picture” of what your agency is doing and
where it is going
 Helps determine where your organization is going
over the next year or more
 Why is this important?
Takes you outside the day-to-day activities of your organization or
project and helps give you clarity about what you actually want to
achieve and how to go about achieving it rather than a plan of
action for day-to-day operations.
Strategic Planning Models
 Goals-Based
 Most common
 Works with the agency vision, mission, and the agency goals to work
toward achieving the mission

 Issues-Based
 Starts with examining issues that the organization is facing

 Organic

Focus is primarily on vision and values

 Scenario
Components of a Strategic Plan
 Vision – Developing a clear understanding of what is your preferred
future
 Mission – Developing a sound statement about why you exist
 Core Values and Beliefs – Describes behaviors
and ideas that are important to your organization
 Strategic Issues – The issues that create a gap between the
ideal and reality
 Operational Plans – How are you going to achieve your
vision?
Steps of a Strategic Plan
 Where is your agency in its development
RIGHT now?
 Assess the Internal and External
Environments
 SWOT Analysis
S St r e n g t h s
Internal Environment
W We a k n e s s e s
O Op p o r t u n i t i e s
External Environment
T Th r e a ts
SWOT Analysis
Regardless of whether your
organization is future planning
for specific products, work,
personal or any other area, the
SWOT analysis process is the
same.
SWOT Analysis cont.

 Step 1 – In the here and now… List all strengths that

exist now. Then in turn, list all weaknesses that exist now. Be
realistic but avoid modesty!
 Step 2 – What might be… List all opportunities that
exist in the future. Opportunities are potential future strengths.
Then in turn, list all threats that exist in the future. Threats are
potential future weaknesses.
SWOT Analysis cont.

 Step 3 – Plan of action… Review your

SWOT matrix with a view to creating an action
plan to address each of the four areas.
 Step 4 – Develop Operational Plans,
Monitor Actions, Evaluate Progress, and
Revise the Plan!
Other Steps in Strategic Plan
 Create a Vision
 Define core beliefs and
values of your agency
 Identify your agency’s
mission
“ If you don’t know
where you’re going,
any path will get you
there.”
Steps in Strategic Plan cont.
 Identify critical strategic
issues
 Sometimes referred to as barriers
 Develop goals and detailed
action plans for each
strategic issue
 How can you maximize the forces in favor and
minimize forces against?
Steps in Strategic Plan cont.
 Monitor Action Plans your agency
has developed in response to the
critical issues
 Evaluate progress of
achieving the outcomes
 Revise the plan as necessary
Contact

Sharon Schnelle
smschnelle@dps.state.oh.us
614.466.0346